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Waverton

Estate & Tax

New Year’s tax saving resolutions

Make full use of your relevant tax planning opportunities. With the tax year end, 5 April on the horizon, taking action now may give you the opportunity to take advantage of any remaining reliefs, allowances and exemptions. We have provided some key tax and financial planning tips to consider prior to the end of the tax year. Now is also…
Waverton
March 15, 2022
Uncategorized

Live sustainably: how to be a conscious consumer

The everyday choices we make all have impacts on our planet. Our changing climate is making it harder to live in many parts of the world, often affecting some of the most disadvantaged communities. People are starting to realise that change is imminent and necessary. Every little thing we do daily has an impact on the planet, from our dietary…
Waverton
March 14, 2022
Pensions & Retirement

What’s your magic number?

Keeping up your current lifestyle and enjoying your golden years People planning for retirement should think hard about what they want to do when they eventually stop work. It is helpful to have a good idea of the lifestyle you want, how much it will cost and how you are going to pay for it. With so much going on…
Waverton
March 9, 2022
Savings & Investments

Get ready to beat the ISA deadline

Time to give your financial future a boost? Savers and investors have less than three months to use the £20,000 they can put into their tax-efficient Individual Savings Account (ISA) before the end of the financial year on April 5. The current tax year started on 6 April 2021 and ends on 5 April 2022. ISAs enable you to minimise…
Waverton
March 7, 2022
Budgeting & Financial habits

Across the generations

Pandemic forces people to reassess their finances The COVID-19 pandemic has affected every part of our lives and continues to have a widespread impact across all aspects of financial life. This includes retirement plans. Life in lockdown prompted many people to adjust their priorities, for example, move nearer to family, take staggered retirement or retire earlier. Over the past twenty…
Waverton
March 2, 2022
Protection

The importance of financial protection

Millions battling with financial hardship, relationship stress and sleepless nights Fear, worry, and stress are normal responses to perceived or real threats, and at times when we are faced with uncertainty or the unknown. So it is normal and understandable that people are experiencing fear in the context of the COVID-19 pandemic. The pandemic and the resulting economic impact has…
Waverton
March 1, 2022
Pensions & Retirement

Mind the pension gender gap

Women are being urged to think about their long term savings. Imagine reaching retirement age and discovering that, despite years of saving, you don’t have enough money to get by. Worse still, suppose you’re unable to pay for the right kind of care in your old age. If you and your partner separate or your spouse dies unexpectedly – will…
Waverton
February 23, 2022
Savings & Investments

It may be time to invest your cash

Is your wealth protected from the damaging effects of inflation? Many people underestimate the damaging effect of low interest and high inflation on their cash savings. A continued period of low interest rates on cash savings and rising inflation could pose a real risk to savers in 2022 even if the Bank of England (BoE) moves to increase interest rates…
Waverton
February 21, 2022
Uncategorized

Pandemic triggers shift to saving

People thinking more about their spending and financial priorities The coronavirus (COVID-19) pandemic has lead to more people re-thinking how they spend and manage their money, with more than half (51%) now prioritising saving for an unexpected event or loss of income, research published suggests. A third (32%) are setting aside money. This reflects Bank of England estimates that more…
Waverton
January 30, 2022
Savings & Investments

Investing with impact

How ESG creates long-term value It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental. This has largely been fuelled by the climate emergency, leading to growing scrutiny of company practices with some governments mandating a change in companies’ and individuals’ behaviour. The idea behind ESG investing is that corporations which…
Waverton
January 26, 2022

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